+66.9%
T vs SOFI
+43.1%
+23.9%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.8% | -0.3% |
| 7D | -1.5% | +5.6% | -7.2% | -1.6% |
| 30D | +7.6% | -2.0% | +9.6% | +7.6% |
| 3M | +15.3% | +9.2% | +6.1% | +15.1% |
| 6M | -8.5% | -4.7% | -3.8% | -8.5% |
| YTD | +6.8% | -31.2% | +38.0% | +7.3% |
| 1Y | -7.2% | -30.6% | +23.4% | -6.9% |
| 3Y | +108.2% | +110.6% | -2.4% | +101.8% |
| 5Y | +66.1% | +16.4% | +49.6% | +56.5% |
| All | +66.9% | +43.1% | +23.9% | +57.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOFI.
Daily Out/Under-Performance
Portfolio return minus SOFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOFI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SOFI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling